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Add CM Transactions to DM Transaction Attachments

Would be helpful if you could attach documents to CM Outstanding Entries for transactions entered into closed months

  • Guest
  • Jan 10 2019
  • In Review
Company FDC Construction & Fitout
Job Title / Role Business Systems Manager
I need it... 3 months
  • Attach files
  • Guest commented
    July 30, 2019 00:44

    Just needing to add information to a CM transaction.  To do so via DM Transaction Attachments as stated below, would be quite helpful.  Thanks

  • Guest commented
    July 25, 2019 21:08

    Our accountants have situations where they have recorded CM Outstanding Entries, the month is closed and they would then like to add an attachment.  Currently could only do by opening the month and pulling the transaction back into a batch.

     

    Adding CM Outstanding Entries to the DM Transaction Attachments screen would be a better option

  • Eric Vasbinder commented
    July 25, 2019 16:35

    Can you describe what you mean by that? Ideally with a mockup of what you'd like to see? Thank you for your help!

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